Latest
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A Financial Planner's Guide to Planning for Retirement Health Care Expenses
Whether you're eligible for Medicare or getting coverage through the Affordable Care Act, make sure you plan for premiums, deductibles and other out-of-pocket costs.
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How Advisers Can Rev Up Sales With Medicare
Help boost your revenue stream by integrating Medicare solutions into your financial practice for long-term client value and profits.
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‘I Play Pickleball in Retirement.’ Is It HSA-Eligible?
Retirement Tax Staying active after you retire may be easier with these HSA expenses. But there’s a big catch.
Retirement Tax -
What to Know About New Medicaid Cuts: Is Your Local Hospital Closing Soon?
Tax Policy Trump’s ‘One Big Beautiful Bill’ is now law, and rural hospitals across the U.S. are on the chopping block.
Tax Policy -
Eight Things No One Tells You About Retirement
Making Your Money Last As you advance toward retirement, it's a good idea to start sharpening the focus of your retirement vision.
Making Your Money Last -
Most Changes to HSAs in the One Big Beautiful Bill Did Not Make the Final Cut
HSAs were set to get a glow-up in the House version of the OBBB. Unfortunately for most retirees, the final bill did not include many of the benefits proposed by the House.
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I'm an Insurance Expert: This Is How Your Insurance Protects You While You're on Vacation
Here are three key things to consider about your insurance (auto, property and health) when traveling within the U.S., including coverage for rental cars, personal belongings and medical emergencies.
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Don't Fall For These Five Costly Medicare Myths
Signing up for Medicare can be complicated, and mistakes can be costly. Let's demystify these five Medicare myths to avoid expensive penalties.
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Five Smart Moves for Retirement Healthcare: From HSAs to Medigap Policies
Unchecked health care costs in retirement could blow a hole in your savings. Here’s how to avoid that.
